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ME

Mark F. Eberle

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CRD#: 4393590
ME

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Frederick Eberle, who also goes by Mark Frederic Eberle, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2009. Mark had worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Frederic Eberle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 26, 2018 - December 6, 2021

HENRY + HORNE WEALTH MANAGEMENT

RIA
CRD#: 289248
SCOTTSDALE, AZ
Past

February 18, 2009 - December 12, 2017

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
SCOTTSDALE, AZ
Past

January 22, 2009 - December 12, 2017

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
SCOTTSDALE, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/23/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


H+
HENRY + HORNE WEALTH MANAGEMENT
HENRY + HORNE WEALTH MANAGEMENT | WEALTH MANAGEMENT LLC

CRD#: 289248 / SEC#: 801-111876

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Contact information


Main Address
7098 E. Cochise Road, Suite 222, Scottsdale, AZ 85253
Mailing Address
Phone number
(480) 483-3489
Established
Firm type
Fiscal year end
# of Employees
21

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/30/2022)

Regulatory assets under management


Total Number of Accounts344
AUM (Assets Under Management)$ 738,358,755

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HENRY + HORNE WEALTH MANAGEMENT

CRD#: 289248

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